Routing bills means sending each bill to a different approver depending on its amount, supplier or job. What is approval matrix?
Before you start
- Workflow admin
The Dynamics 365 Finance way
Where to find it: Accounts payable workflows, conditional decision
- Add a conditional decision to the workflow.
- Set the condition on a field such as invoice amount.
- Send each branch to a different approver or group.
Limits in Dynamics 365 Finance
- Conditions can use the invoice amount field.
The Pulsify way
- Open Approvals in Pulsify and add a step.
- Add rows to the step. Each row can match a supplier, an amount range, an account or a tracking category.
- Choose who approves each row: a person, a role or a team.
- Add a second step for large amounts, or a review step for coding checks.
- Set an auto-approve rule for trusted, small bills.
- Use Try an invoice to see where a real bill would go.
Pulsify connects to Dynamics 365 Finance. We set up the connection for you.
What Pulsify does not do here
- Pulsify does not reassign approvals and does not send reminders.
Common mistakes
- Assuming any field can be used in a condition, when the Microsoft help does not list which fields are available.
- Building the condition on the header when the amount you care about sits on the lines.
More help
- How to route AP invoice records by amount, supplier or job in Kinetic
- How to route supplier invoice records by amount, supplier or project in IFS Cloud
- How to route voucher records by amount, vendor or project in CloudSuite Industrial
- How to job cost vendor invoice records in Dynamics 365 Finance
- How to set up vendor invoice approval in Dynamics 365 Finance
- All Dynamics 365 Finance how-to guides
- Pulsify setup guides
Sources
Last checked 2026-10-19. Confidence: partial.
- learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/configure-conditional-decision-workflow
- learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/configure-line-item-workflow
- learn.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/set-up-vendor-invoice-workflows
Common questions
How do I route an invoice by amount?
Add a conditional decision to the workflow. Set the condition on a field such as invoice amount, then send each branch to a different approver or group.
Can I route on lines as well as the whole invoice?
Yes. Workflow can apply to the header, the line or both.
Which fields can I use in a condition?
The invoice amount field is available. Check the condition editor in your own workflow for the rest.
Pulsify setup guides
Want this done for you?
Book a call to see how Pulsify handles supplier bills in Dynamics 365 Finance.